Cascade Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Cascade Financial Partners’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.35M	Buy	55,099 +6,042	+12%	+$605K	0.55%	42
2025 Q4	$4.71M	Buy	49,057 +9,490	+24%	+$900K	0.48%	47
2025 Q3	$3.69M	Buy	39,567 +3,924	+11%	+$357K	0.42%	53
2025 Q2	$3.19M	Buy	35,643 +12,351	+53%	+$1.05M	0.38%	54
2025 Q1	$1.9M	Buy	+23,292	New	+$1.88M	0.24%	77
2024 Q4	–	Sell	-2,582	Closed	-$208K	–	249
2024 Q3	$208K	Hold	2,582	–	–	0.03%	234
2024 Q2	$202K	Buy	+2,582	New	+$205K	0.03%	228

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cascade Financial Partners's EFA Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2026, buying an estimated $605K and bringing the position to 55,099 shares worth $5.35M. The position accounts for 0.55% of the portfolio, ranked #42.

Cascade Financial Partners first reported a position in EFA in Q2 2024 and has held it in 7 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Cascade Financial Partners held 55,099 shares of iShares MSCI EAFE ETF worth $5.35M as of Q1 2026.
Cascade Financial Partners bought 6,042 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $605K.
iShares MSCI EAFE ETF made up 0.55% of Cascade Financial Partners's portfolio in Q1 2026, its #42 holding.
Cascade Financial Partners first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.